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Showing 531 - 540 of 943 results for "Investment Portfolio"

Westoz director departs for new venture

KERRIE SYDEE  |  MONDAY, 12 SEP 2016
... placed to meet our investment objectives and we look forward to building on recent returns which have seen our investment portfolio generate a return of 18.6% in the first eight months of the calendar year to the end of August. The director's sincerely ...

Class integrates with startup to help advisers

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
Class has partnered with an online platform and mobile app aimed at assisting advisers in making better informed decisions. The platform, Simply Wall St, analyses over 15,000 individual stocks in Australia, the US and UK and also examines investment ...

Climate risk underappreciated: BlackRock

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
All investors should incorporate climate change awareness into their portfolios, according to the BlackRock Investment Institute (BII), who believes climate factors have been underappreciated and underpriced. In a new Global Insights Report titled "Adapting ...

ASIC cancels AFSL, bans responsible managers

DARREN SNYDER  |  FRIDAY, 9 SEP 2016
... Sharemarket College told ASIC staff about its own success when trading on the share market and referred to a real investment portfolio it operated with a capitalisation of $100,000. It was claimed this portfolio was achieving returns of 60% per annum ...

Alpha-beta split allows better asset allocation

DARREN SNYDER  |  THURSDAY, 8 SEP 2016
One of Australia's largest superannuation funds says it has strategically split its investment portfolio between alpha and beta to better monitor performance and asset allocation. Although not a new concept, First State Super has moved to an alpha and ...

Super funds must harvest farmland

DARREN SNYDER  |  WEDNESDAY, 7 SEP 2016
A global real assets manager believes there are significant tailwinds for institutional investors placing capital in agriculture over the coming years, provided the approach is diversified and global. TIAA Global Real Assets managing director John Goodreds ...

Negative rates can generate positive returns

DARREN SNYDER  |  TUESDAY, 6 SEP 2016
QSuper has positioned about one-fifth of its investment portfolio in fixed income with the view it diversifies against equities and prepares for ongoing global monetary policy shifts. The fund's head of investment strategy, Damian Lillicrap, said QSuper ...

Capital stewards create value on Main Street

DARREN SNYDER  |  TUESDAY, 6 SEP 2016
... successful, well-run company that's going to give funds better long-term returns would be ideal to own in an investment portfolio. Hunt added that often the value of the company "is made on Main Street, not on Wall Street" and this is where funds as ...

Preqin research highlights surge in private capital sector

ALEX BURKE  |  FRIDAY, 2 SEP 2016
Assets under management in the global private capital industry reached $5.7 trillion in 2015, up from $5.3 trillion in 2014 and $3.8 trillion in 2010. According to Preqin research, private equity firms hold the majority ($3.8 trillion) of this amount ...

Future Generation marks first year with strong performance

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2016
... million last year. The wealth manager also outperformed the Index by 10.7%, recording a 12.7% increase in its investment portfolio, and accomplished a 100% increase in its fully franked dividend - achieving 4.0 cents per share compared to 2.0 cents per ...